The largest retirement funds in the Netherlands and South Korea have formed a landmark partnership to focus on real asset mega-deals. Their investment heads tell AsianInvestor why.
Experts believe the Korean pension fund could be ramping up internal staff to bring equities and fixed income inhouse, while focusing its external investing on alternatives.
Asset owners and fund experts are sceptical about the profitability of student accommodation while Covid-19 rages, but the assets could yet hold up when structured well.
The two asset owners are launching what should be the largest closed-end fund in Asia for a diversified portfolio of premium real estate, and are eyeing several assets.
The Korean state pension fund is pursuing a seemingly muddled strategy, investing in fossil fuel projects even as it says it will implement environmental, social and governance efforts.
The largest pension fund and life insurers of South Korea are becoming increasingly assertive in their investments, as they chase more yield, according to new data.